Advisory Research’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Advisory Research’s Portfolio SWCH Stock Details SWCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,290	Closed	-$244K	–	430
2022 Q2	$244K	Sell	7,290 -253,434	-97%	-$8.19M	0.02%	296
2022 Q1	$8.04M	Buy	260,724 +61,711	+31%	+$1.65M	0.64%	33
2021 Q4	$5.7M	Sell	199,013 -36,712	-16%	-$959K	0.45%	51
2021 Q3	$5.99M	Buy	+235,725	New	+$5.53M	0.38%	76
2020 Q3	–	Sell	-26,595	Closed	-$474K	–	351
2020 Q2	$474K	Sell	26,595 -106	-0.4%	-$1.86K	0.04%	247
2020 Q1	$385K	Sell	26,701 -1,415	-5%	-$21.5K	0.03%	216
2019 Q4	$417K	Buy	28,116 +6,380	+29%	+$96.7K	0.02%	255
2019 Q3	$340K	Buy	21,736 +864	+4%	+$12.8K	0.02%	280
2019 Q2	$273K	Buy	+20,872	New	+$247K	0.01%	343
2018 Q1	–	Sell	-16,766	Closed	-$305K	–	433
2017 Q4	$305K	Buy	+16,766	New	+$306K	0.01%	370

Other funds holding SWCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research's SWCH Position: Q3 2022 in Review

Advisory Research sold out of Switch, Inc. Class A Common Stock (SWCH) in Q3 2022, closing a stake of 7,290 shares — an estimated $244K sold.

Advisory Research first reported a position in SWCH in Q4 2017 and held it in 10 quarters. The position peaked at $8.04M in Q1 2022. 287 funds tracked by Wall St. Rank hold SWCH as of Q3 2022.

Advisory Research reported no remaining Switch, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 7,290 Switch, Inc. Class A Common Stock shares in Q3 2022, an estimated $244K.
Advisory Research first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 10 quarters.
Advisory Research's Switch, Inc. Class A Common Stock position peaked at $8.04M in Q1 2022.
287 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.